Business Details
28 Years
experience
Trusted Accounting and Tax Services in Wellington, FL
David Berns CPA has served South Florida for over 30 years, providing expert tax preparation and accounting services to individuals and businesses. Founded in 1998, our firm combines deep technical expertise with personalized attention, ensuring clients receive accurate compliance solutions and strategic tax planning. Our commitment to timely communication guarantees responses within 24 hours, allowing clients to work directly with a certified public accountant rather than a faceless organization.We specialize in minimizing tax liabilities through year-round planning, IRS representation, and specialized compliance monitoring systems. Our services extend to new business formation, payroll tax preparation, and bookkeeping, supported by decades of local industry knowledge and community involvement.
Services
Tax Preparation
Tax Planning
New Business Formation
Payroll Tax Prep
IRS Representation
Bookkeeping
Details
- Year established: 1998
Highlights and features
- We offer 36 years of combined tax and accounting expertise.
- Our team provides direct engagement with a certified public accountant.
- We guarantee 24-hour response times for client inquiries.
- Our local knowledge supports tailored solutions for Wellington businesses.
- Family-owned firm with proven community leadership and service.
What people say
Very reasonable prices
Professional, personable and proficient
True professional
Highly recommend
Timely, helpful, and professional
Services
Tax Preparation
Comprehensive federal, state, and local tax return preparation for individuals and businesses. Our team ensures compliance with current tax regulations while implementing strategies to minimize liabilities. We monitor legislative changes year-round to optimize filings and prevent interest or penalty assessments through proactive deadline tracking systems.
Tax Planning
Strategic tax planning services for individuals, corporations, estates, and trusts. We analyze financial situations to create customized plans reducing current and future tax burdens. Our expertise includes multi-jurisdictional compliance and projection modeling to support long-term fiscal stability for clients across various industries.
New Business Formation
Guidance on selecting optimal business entities and restructuring strategies. We assist entrepreneurs in establishing corporations, partnerships, and trusts while considering tax implications and growth potential. Our services include ongoing advisory support to adapt business structures as organizations evolve over time.
Payroll Tax Prep
Complete payroll tax preparation and filing services ensuring accurate employee tax documentation. We handle quarterly and annual reporting requirements, sales tax setup, and compliance audits. Our solutions streamline payroll processes while maintaining adherence to federal and state regulatory frameworks.
Bookkeeping
Daily financial management and reconciliation services for small to mid-sized businesses. We maintain accurate accounting records, perform balance sheet reconciliations, and provide QuickBooks training to ensure organizational financial clarity and informed decision-making.
People
David Berns
CPA
David Berns, a University of Florida graduate, has 30+ years of public accounting experience. He served as Treasurer for his synagogue, NCCPAP board member, and Rotary Club of Wellington president. Committed to client accessibility, he guarantees 24-hour response times and direct CPA engagement.
Questions
What accounting services do you offer?
We provide tax preparation, planning, business formation, payroll tax services, bookkeeping, and IRS representation for individuals and businesses in Wellington, FL.
How can I schedule a consultation?
Call 561-792-9068 or visit our website to request a consultation with David Berns CPA during regular business hours.
Do you serve small businesses?
Yes, we work with small to mid-sized businesses, offering tailored accounting solutions regardless of company size.
How experienced are your team members?
Our CPA has 36 years of industry experience and holds leadership roles in professional organizations like NCCPAP.
What response time should I expect?
We guarantee responses to all inquiries within 24 hours for urgent tax or accounting matters.
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